WIA

Wealthedge Investment Advisors Portfolio holdings

AUM $270M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.63M
3
+$4.8M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.75M
5
BTAL icon
AGF US Market Neutral Anti-Beta Fund
BTAL
+$2.4M

Top Sells

1
+$3.02M
2
+$2.85M
3
+$2.74M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.36M
5
CNI icon
Canadian National Railway
CNI
+$1.54M

Sector Composition

1 Technology 12.95%
2 Financials 4.8%
3 Industrials 4.17%
4 Healthcare 3.95%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$228K 0.1%
1,777
-14
127
$227K 0.1%
+3,276
128
$223K 0.09%
5,266
+34
129
$215K 0.09%
2,144
-50
130
$214K 0.09%
31,219
-159,667
131
$210K 0.09%
1,703
-90
132
$207K 0.09%
+701
133
$204K 0.09%
+6,367
134
$191K 0.08%
19,569
+5,331
135
$172K 0.07%
120,442
-1,140
136
$160K 0.07%
22,029
+3,000
137
$150K 0.06%
+30,855
138
$140K 0.06%
87,468
-20,823
139
$139K 0.06%
36,569
-28,478
140
$108K 0.05%
27,786
-3,210
141
$101K 0.04%
135,967
-1,602
142
$94.3K 0.04%
22,513
-339
143
$16.8K 0.01%
28,000
144
– –
-56,467
145
– –
-12,819
146
– –
-5,102
147
– –
-61,437
148
– –
-5,196
149
– –
-9,134
150
– –
-26,664
4 5
6
7 8